Join to apply for the Client Services Officer role at RIVA Recruitment - Australia
About the company n
Our client is an established financial planning and wealth management firm, who specialise in assisting affluent professionals and retirees by providing complex financial advice to make a positive difference to their client’s financial well‑being. The organisation encourages a collaborative team culture, with a focus on employee development.
About the role n
Our client is seeking a Client Services professional to join the organisation at their bright, modern office, located in Melbourne’s CBD. The role focuses on the implementation of quality financial and wealth advice, working with a team of highly experienced professionals to positively assist in the financial well‑being of their clients.
Key responsibilities n
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- Consistently demonstrate an innovative mindset
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- Contribute to the implementation of advice strategies
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- Maintain positive client relationships and assist in managing client queries
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- Organise in person and virtual client meetings
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- Identify and recommend potential improvements to processes within the organisation.
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Skills and experience nn
- Administration or customer service experience is highly regarded
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- Motivation to succeed in a highly team-oriented and client focused organisation
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- Robust organisational skills and strong attention to detail
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- Bachelor’s degree in business, Commerce, Accounting, Law, or a related field (desired).
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Culture nn
- High performance culture with a focus on accountability and collaboration
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- Organisational focus on individual professional development
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- An open environment that encourages and celebrates innovation.
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- Structured training and development
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- Opportunity for professional development and career growth
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- Pathway to becoming a Financial Advisor.
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Seniority level n
Entry level
Employment type n
Full-time
Job function n
Administrative, Finance, and Strategy/Planning
Industries n
Financial Services and Administrative and Support Services